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8X8 INC（EGHT）与LANDS' END, INC.（LE）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是8X8 INC的1.7倍（$317.5M vs $185.1M），8X8 INC净利率更高（2.8% vs 1.6%，领先1.1%），8X8 INC同比增速更快（3.4% vs 0.1%），8X8 INC自由现金流更多（$19.1M vs $-22.4M），过去两年8X8 INC的营收复合增速更高（1.6% vs -0.9%）
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
EGHT vs LE — 直观对比
营收规模更大
LE
是对方的1.7倍
$185.1M
营收增速更快
EGHT
高出3.3%
0.1%
净利率更高
EGHT
高出1.1%
1.6%
自由现金流更多
EGHT
多$41.5M
$-22.4M
两年增速更快
EGHT
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $317.5M |
| 净利润 | $5.1M | $5.2M |
| 毛利率 | 63.9% | 51.8% |
| 营业利润率 | 5.2% | 5.3% |
| 净利率 | 2.8% | 1.6% |
| 营收同比 | 3.4% | 0.1% |
| 净利润同比 | 68.4% | 198.3% |
| 每股收益（稀释后） | $0.04 | $0.17 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收EGHTLE
| Q4 25 | $185.1M | $317.5M | ||
| Q3 25 | $184.1M | — | ||
| Q2 25 | $181.4M | $261.2M | ||
| Q1 25 | $177.0M | — | ||
| Q4 24 | $178.9M | $318.6M | ||
| Q3 24 | $181.0M | $317.2M | ||
| Q2 24 | $178.1M | $285.5M | ||
| Q1 24 | $179.4M | $514.9M |
净利润EGHTLE
| Q4 25 | $5.1M | $5.2M | ||
| Q3 25 | $767.0K | — | ||
| Q2 25 | $-4.3M | $-8.3M | ||
| Q1 25 | $-5.4M | — | ||
| Q4 24 | $3.0M | $-593.0K | ||
| Q3 24 | $-14.5M | $-5.3M | ||
| Q2 24 | $-10.3M | $-6.4M | ||
| Q1 24 | $-23.6M | $-8.6M |
毛利率EGHTLE
| Q4 25 | 63.9% | 51.8% | ||
| Q3 25 | 64.8% | — | ||
| Q2 25 | 66.4% | 50.8% | ||
| Q1 25 | 67.8% | — | ||
| Q4 24 | 67.7% | 50.6% | ||
| Q3 24 | 68.1% | 47.9% | ||
| Q2 24 | 67.9% | 48.7% | ||
| Q1 24 | 68.2% | 38.0% |
营业利润率EGHTLE
| Q4 25 | 5.2% | 5.3% | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 0.3% | -0.9% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 5.0% | 2.9% | ||
| Q3 24 | 4.0% | 0.8% | ||
| Q2 24 | -0.8% | 0.8% | ||
| Q1 24 | -7.9% | 1.6% |
净利率EGHTLE
| Q4 25 | 2.8% | 1.6% | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | -2.4% | -3.2% | ||
| Q1 25 | -3.1% | — | ||
| Q4 24 | 1.7% | -0.2% | ||
| Q3 24 | -8.0% | -1.7% | ||
| Q2 24 | -5.8% | -2.3% | ||
| Q1 24 | -13.1% | -1.7% |
每股收益（稀释后）EGHTLE
| Q4 25 | $0.04 | $0.17 | ||
| Q3 25 | $0.01 | — | ||
| Q2 25 | $-0.03 | $-0.27 | ||
| Q1 25 | $-0.04 | — | ||
| Q4 24 | $0.02 | $-0.02 | ||
| Q3 24 | $-0.11 | $-0.17 | ||
| Q2 24 | $-0.08 | $-0.20 | ||
| Q1 24 | $-0.20 | $-0.27 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $86.9M | $36.3M |
| 总债务越低越好 | $321.2M | — |
| 股东权益账面价值 | $142.9M | $231.0M |
| 总资产 | $661.5M | $852.7M |
| 负债/权益比越低杠杆越低 | 2.25× | — |
8季度趋势，按日历期对齐
现金及短期投资EGHTLE
| Q4 25 | $86.9M | $36.3M | ||
| Q3 25 | $75.9M | — | ||
| Q2 25 | $81.3M | $18.1M | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $104.2M | $30.4M | ||
| Q3 24 | $117.4M | $25.6M | ||
| Q2 24 | $130.8M | $27.4M | ||
| Q1 24 | $117.3M | $25.3M |
总债务EGHTLE
| Q4 25 | $321.2M | — | ||
| Q3 25 | $325.8M | — | ||
| Q2 25 | $335.4M | — | ||
| Q1 25 | $350.0M | — | ||
| Q4 24 | $364.5M | — | ||
| Q3 24 | $396.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $409.7M | — |
股东权益EGHTLE
| Q4 25 | $142.9M | $231.0M | ||
| Q3 25 | $133.2M | — | ||
| Q2 25 | $128.2M | $230.1M | ||
| Q1 25 | $122.2M | — | ||
| Q4 24 | $113.0M | $223.6M | ||
| Q3 24 | $109.8M | $226.5M | ||
| Q2 24 | $104.6M | $234.6M | ||
| Q1 24 | $102.0M | $241.6M |
总资产EGHTLE
| Q4 25 | $661.5M | $852.7M | ||
| Q3 25 | $670.8M | — | ||
| Q2 25 | $684.3M | $760.5M | ||
| Q1 25 | $683.2M | — | ||
| Q4 24 | $698.2M | $843.6M | ||
| Q3 24 | $740.1M | $802.5M | ||
| Q2 24 | $755.7M | $800.1M | ||
| Q1 24 | $756.0M | $811.5M |
负债/权益比EGHTLE
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.62× | — | ||
| Q1 25 | 2.86× | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 3.61× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.02× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $20.7M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $-22.4M |
| 自由现金流率自由现金流/营收 | 10.3% | -7.1% |
| 资本支出强度资本支出/营收 | 0.9% | 2.1% |
| 现金转化率经营现金流/净利润 | 4.07× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $43.8M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流EGHTLE
| Q4 25 | $20.7M | $-15.7M | ||
| Q3 25 | $8.8M | — | ||
| Q2 25 | $11.9M | $-22.5M | ||
| Q1 25 | $5.9M | — | ||
| Q4 24 | $27.2M | $-17.1M | ||
| Q3 24 | $12.3M | $30.7M | ||
| Q2 24 | $18.1M | $-25.8M | ||
| Q1 24 | $12.7M | $93.9M |
自由现金流EGHTLE
| Q4 25 | $19.1M | $-22.4M | ||
| Q3 25 | $7.7M | — | ||
| Q2 25 | $11.5M | $-30.7M | ||
| Q1 25 | $5.5M | — | ||
| Q4 24 | $26.8M | $-27.8M | ||
| Q3 24 | $11.1M | $26.0M | ||
| Q2 24 | $17.8M | $-32.6M | ||
| Q1 24 | $12.3M | $87.5M |
自由现金流率EGHTLE
| Q4 25 | 10.3% | -7.1% | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 6.3% | -11.8% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 15.0% | -8.7% | ||
| Q3 24 | 6.1% | 8.2% | ||
| Q2 24 | 10.0% | -11.4% | ||
| Q1 24 | 6.9% | 17.0% |
资本支出强度EGHTLE
| Q4 25 | 0.9% | 2.1% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.2% | 3.2% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.3% | 3.3% | ||
| Q3 24 | 0.7% | 1.5% | ||
| Q2 24 | 0.2% | 2.4% | ||
| Q1 24 | 0.2% | 1.2% |
现金转化率EGHTLE
| Q4 25 | 4.07× | -3.03× | ||
| Q3 25 | 11.52× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
